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Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.76B
2
EWA
2
EP Wealth Advisors
California
$45.4M
3
RFP
3
Root Financial Partners
California
$19M
4
PCA
4
Prosperity Capital Advisors
Ohio
$31M
5
TAM
5
TCP Asset Management
Ohio
$11.1M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$13.4M
2
MAM
2
McLean Asset Management
Virginia
$31.4M
3
TFA
3
Triad Financial Advisors
North Carolina
$2.32M
4
PL
4
Plancorp LLC
Missouri
$249M
5
Truist Financial
5
Truist Financial
North Carolina
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$1.76B 94,524 +42,401 +81%
IFA
2
Index Fund Advisors
California
$266M 5,985,629 -16,296 -0.3%
PL
3
Plancorp LLC
Missouri
$249M 5,599,990 -76,691 -1%
BSW
4
Buckingham Strategic Wealth
Missouri
$221M 5,313,206 – –
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$196M 4,416,122 -44,223 -1%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$160M 3,601,377 -7,411 -0.2%
MRWM
7
ML&R Wealth Management
Texas
$104M 2,341,181 +140,962 +6%
TWA
8
TCI Wealth Advisors
Arizona
$100M 2,251,361 +57,407 +3%
Creative Planning
9
Creative Planning
Kansas
$78M 1,755,423 +23,427 +1%
Corient Private Wealth
10
Corient Private Wealth
Florida
$77M 1,734,137 +19,938 +1%
SFA
11
Sequoia Financial Advisors
Ohio
$72.9M 1,641,283 -16,769 -1%
GCM
12
G2 Capital Management
Ohio
$67.9M 1,528,701 +97,062 +7%
JWA
13
JFS Wealth Advisors
Pennsylvania
$64.5M 1,452,623 -26,450 -2%
FFM
14
Forum Financial Management
Illinois
$63.4M 1,426,747 -11,109 -0.8%
RRC
15
Relaxing Retirement Coach
Massachusetts
$57.1M 1,286,118 +66,426 +5%
FG
16
Foster Group
Iowa
$54.9M 1,236,471 -8,666 -0.7%
MWM
17
Modera Wealth Management
New Jersey
$54.7M 1,231,051 +37,254 +3%
AssetMark Inc
18
AssetMark Inc
California
$52.4M 1,179,238 +48,581 +4%
CL
19
Choreo LLC
Illinois
$51.8M 1,166,237 -20,712 -2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$51.4M 1,157,925 -26,238 -2%
GWWM
21
Great Waters Wealth Management
Minnesota
$50.8M 1,137,766 +152,828 +16%
FFM
22
Flagstone Financial Management
Nebraska
$48.7M 1,097,038 +216,355 +25%
LPL Financial
23
LPL Financial
California
$47.2M 1,061,527 -49,463 -4%
EWA
24
EP Wealth Advisors
California
$45.4M 1,822,813 +1,803,659 +9,417%
CFO
25
Colony Family Offices
North Carolina
$45.1M 1,014,110 -8,170 -0.8%
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